Excel India Fund
Investment Objective
Excel India Fund is a mutual fund investing in blue chip companies located in India. The fund invests in a diversified portfolio of well researched, globally competitive Indian companies with sound growth potential. Currently, the Fund is investing in some of India's fastest growing sectors including software, pharmaceuticals and consumer products. Excel India Fund invests most of its assets in India Excel (Mauritius) Fund (the "Mauritius Sub-fund") which is an open-ended investment trust organized under the laws of Mauritius. The Mauritius Sub-fund in turn invests most of its assets in India Excel (Offshore) Fund (the "India Sub-fund') established as a dedicated Sub-fund of Birla Mutual Fund. India Excel (Offshore) Fund is managed by Birla Sun Life Asset Management Company Limited.
Portfolio holdings not disclosed for this fund yet.
TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.
Build comparisonAditya Birla SL MF Latest News
Risk metrics are not available for this fund.
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.